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State Street Global Allocation ETF

44 hedge funds and large institutions have $83.1M invested in State Street Global Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

1.9% more ownership

Funds ownership: 34.9%36.81% (+1.9%)

3% more capital invested

Capital invested by funds: $80.3M → $83.1M (+$2.74M)

0% more funds holding

Funds holding: 4444 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
19
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBNA
26
Bremer Bank National Association
Minnesota
$315K
ASN
27
Advisory Services Network
Georgia
$314K -$68.1K -1,709 -17%
WI
28
Wintrust Investments
Illinois
$307K
Creative Planning
29
Creative Planning
Kansas
$270K -$24K -603 -8%
GM
30
GeoWealth Management
Illinois
$231K +$241K +6,054 New
VP
31
Verum Partners
North Carolina
$216K +$478 +12 +0.2%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$215K +$224K +5,618 New
WWMSC
33
Wagner Wealth Management (South Carolina)
South Carolina
$195K +$8.36K +210 +4%
NS
34
NBC Securities
Alabama
$138K +$145K +3,630 New
WP
35
WealthShield Partners
North Carolina
$131K +$13.4K +337 +11%
GWM
36
Geneos Wealth Management
Colorado
$126K
Osaic Holdings
37
Osaic Holdings
Arizona
$113K -$298K -7,479 -72%
HNB
38
Huntington National Bank
Ohio
$97.3K
GRP
39
Global Retirement Partners
California
$73.4K +$25.9K +650 +50%
PTC
40
Private Trust Company
Ohio
$23.2K
WAS
41
Winch Advisory Services
Wisconsin
$20K +$199 +5 +0.9%
SPIA
42
Steward Partners Investment Advisory
New York
$15.3K
CWC
43
Carolinas Wealth Consulting
North Carolina
$12.3K +$119 +3 +0.9%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$4K
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$2K
IAIM
46
International Assets Investment Management
Florida
-$2.48M -59,735 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
-$316K -7,912 Closed
RFA
48
RTD Financial Advisors
Pennsylvania
-$202K -5,041 Closed
Cerity Partners
49
Cerity Partners
New York
-$200K -5,001 Closed
CIAS
50
Capital Investment Advisory Services
North Carolina
-$15.2K -380 Closed

GAL Hedge Fund Activity: Q3 2023 in Review

44 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q3 2023, worth a combined $83.1M — up 3.4% from $80.3M a quarter earlier.

Fund positioning in GAL was balanced in Q3 2023: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 10 trimmed.

The largest buyer was Retireful LLC, opening a new position worth an estimated $5.02M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $2.48M sold.

  • 44 institutional investors held State Street Global Allocation ETF (GAL) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $83.1M of State Street Global Allocation ETF stock for Q3 2023, up 3.4% quarter-over-quarter.
  • 5 funds opened new State Street Global Allocation ETF positions in Q3 2023 and 5 closed out, a net change of 0 holders.
  • The largest State Street Global Allocation ETF buyer in Q3 2023 was Retireful LLC, an estimated $5.02M added.
  • The largest State Street Global Allocation ETF seller in Q3 2023 was International Assets Investment Management, an estimated $2.48M sold.

Based on aggregated 13F filings for Q3 2023.